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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Caxton Rhodes who wrote (38)	7/22/1999 6:43:00 PM
From: Ibexx	Respond to of 13582

Caston, Thanks for a lucid and insightful post. The only comment I question is the "BWDIK" at the end <g> -- you know heck of a lot - head and shoulders more than the H&Q guy. Cheers, Ibexx

To: Caxton Rhodes who wrote (38)	7/22/1999 7:53:00 PM
From: A.J. Mullen	Read Replies (1) \| Respond to of 13582

What puzzles me about the H&Q report is that in one breath it states that production will be limited for major players because of component shortages, and in the other that there will be over-production of phones. I can see sales reduced because of components being an issue, and I can see margin decreasing because of over-supply, but both simultaneously? I'm usually one who sees dark clouds on a sunny day. By the way, this thread is top of the "Hot" list.